See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $101,918 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $73,796 |
Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $30,000 |
Filed as: GWFS EQUITIES INC Service code 26 · EIN 84-0965407 | Advisory (Participants) | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,332 | $93,131+92.6% | $106,548+68.3% | $86,799+106.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 11.63% | 19.45%-7.8pp | 26.80%-15.2pp | 97.91%-86.3pp |
| Employer contribution / active EE | $5,185 | $2,895+79.1% | $2,819+83.9% | $2,405+115.6% |
| Participant deferral / active EE | $8,696 | $4,708+84.7% | $4,398+97.7% | $4,131+110.5% |
| Admin fee / account holder | $275 | $145+89.3% | $7,407-96.3% | $170+62.0% |